Changes for page Segment Manager

Last modified by Admin User on 2025/01/24 16:21
From version 33.1
edited by Admin User
on 2024/09/26 10:49
Change comment: There is no comment for this version
To version 21.1
edited by Admin
on 2021/12/31 15:57
Change comment: There is no comment for this version

Summary

Details

Page properties
Parent
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1 -System Utilities
Author
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1 -XWiki.admin
1 +XWiki.Admin
Content
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 +
5 +
4 4  {{id name="Start ScreenSteps Content"/}}
5 5  The Targeting Engine is a powerful tool that allows to quickly and easily define audience **Segments** and target them with specific **Actions**, e.g. target specific ads, display a pop-up, send an email, redirect to another page or site.
6 6  
... ... @@ -16,88 +16,32 @@
16 16  
17 17  Also note that both users who fit the criteria for the defined segment as of the effective start date of an action and users who meet the criteria at any time during the effective date range will be targeted.
18 18  
19 -=== ===
21 +=== ===
20 20  
21 -{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :
23 +{{id name="CreateSegment"/}}CREATING A NEW SEGMENTFrom the left hand side navigation bar, select Activation → Segment Manager :**
24 +**
22 22  
23 23   [[image:attach:image2021-10-25_15-3-35.png||thumbnail="true" height="250"]]
24 24  
28 +\\
25 25  
26 26  Under "User Defined Segments" tab, you will see a list of existing segments.
27 27  
28 28  Each segment created, is listed here and has edit and delete functionality available just next to it. The overview of the segment (effective date, action, segment size, stats for known and unknown users) is available on click of arrow button next to each segment.
29 29  
34 +\\
30 30  
31 31  [[image:attach:image2021-10-25_15-11-53.png||height="250"]]
32 32  
38 +\\
33 33  
34 -[[image:attach:SegmentTableCharts2.png||width="794"]]
40 +[[image:attach:image2021-10-25_18-23-50.png||width="794"]]
35 35  
36 -The list of segments created contains three columns.  The first column is Segment ID, the second shows Segment Name, and the third is a collection of icons with the following features:
42 +\\
37 37  
38 -(% class="wrapped" %)
39 -|=(((
40 -Image
41 -)))|=(((
42 -Icon
43 -)))|=(((
44 -Feature description
45 -)))
46 -|(((
47 -pencil
48 -)))|(((
49 -(% class="content-wrapper" %)
50 -(((
51 -[[image:attach:pencil edit.png||thumbnail="true" width="40"]]
52 -)))
53 -)))|(((
54 -is for editing segment
55 -)))
56 -|(((
57 -trash can
58 -)))|(((
59 -(% class="content-wrapper" %)
60 -(((
61 -[[image:attach:trashcan delete.png||thumbnail="true" width="40"]]
62 -)))
63 -)))|(((
64 -is for deleting segment
65 -)))
66 -|(((
67 -add user
68 -)))|(((
69 -(% class="content-wrapper" %)
70 -(((
71 -[[image:attach:adduserSegment.png||thumbnail="true" width="40"]]
72 -)))
73 -)))|(((
74 -adds user to the segment
75 -)))
76 -|(((
77 -down-triangle
78 -)))|(((
79 -(% class="content-wrapper" %)
80 -(((
81 -[[image:attach:display data.png||thumbnail="true" width="40"]]
82 -)))
83 -)))|(((
84 -displays data related to the segment such as Effective Date, Action, segment size.  It also shows a table with Knowns, Unknowns and Total users as recorded as of the 'Effective Date.'  At the bottom right is a bar graph with data for the last 7 days for Knowns and Unknowns.
85 -)))
86 -
87 -
88 -If user has been added successfully to the segment, a popup confirming the same - including segment name and id - appears, as shown:
89 -
90 -[[image:attach:SegmentUserAddedMsg.png||width="538"]]
91 -
92 -
93 -Below is an example of data displayed by clicking the 'down-triangle' button.  This button changes to 'up-triangle' after expansion.  On clicking this 'up-triangle' button, the display collapses.
94 -
95 -[[image:attach:SegmentTableChartsDoc.png||width="794"]]
96 -
97 -
98 98  Click "Create Segment" in the upper right-hand corner. You'll be taken to a screen allowing you to define a new segment.
99 99  
100 -The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action. The panels are cumulative, meaning that in order for a user to be included in a segment, the rules on the Demographics, IP Address, and Behavior tabs must all match that user.
46 +The new segment creation screen consists of total 5 tabs – Definition, Demographics (previously named as First Party), IP Address (previously named as Account based), Behavior, Action.
101 101  
102 102  Demographics, IP Address, Behavior tabs allow us to define the segment rules.
103 103  
... ... @@ -109,28 +109,27 @@
109 109  
110 110  Description is an optional field and can have any types of values.
111 111  
112 -[[image:attach:Screen Shot 2022-03-31 at 14.42.25.png||width="800"]]
58 +[[image:attach:image2021-10-25_15-42-47.png||width="794"]]
113 113  
60 +\\
114 114  
115 - A segment is a group of people. You can define that group based on any number of demographic criteria, ie., "who" the user is, or based on behavioral criteria, ie., "what" the user has done. You can also create an "IP addresses-based Segment.", which can also be called as account based segment.
62 + A segment is a group of people. You can define that group based on any number of demographic criteria, ie., "who" the user is, or based on  behavioral criteria, ie., "what" the user has done. You can also create an "IP addresses-based Segment.", which can also be called as account based  segment.
116 116  
117 -Give your segment a descriptive name. You can also add a brief description to the segment with more details.
64 +\\
118 118  
119 -On this panel you will see an option to include only unknown users in this segment. Many of the segment selection criteria can apply to both unknown (ie., unidentified) and known (identified) users. By changing this option to "Yes," you are telling ONEcount to only select users who are unknown for this segment. (See Segment Impact Matrix below).
120 -
121 -
122 122  **2. Demographics Tab:**
123 123  
124 -If you click the "Demographics" tab, you will have the opportunity to define demographic characteristics for the segment. Multiple rules can be added with And/OR conditions as per requirements.
68 +If you click the "Demographics" tab, you will have the opportunity to define demographic characteristics for the segment. Multiple rules can be  added with And/OR conditions as per requirements.
125 125  
126 126  [[image:attach:image2021-10-25_15-51-28.png||width="794"]]
127 127  
128 -=== ===
72 +=== ===
129 129  
130 130  {{id name="CreateDemoSegment"/}}CREATE A DEMOGRAPHIC SEGMENTDefine demographic rules of your segment based on the demographic questions you have built in your database. You can use any demographic question to define a segment.
131 131  
132 132  [[image:attach:image2021-10-25_15-55-34.png||width="794"]]
133 133  
78 +\\
134 134  
135 135  If you choose a demographic question that has a multiple choice response, simply click in the search text box and start typing one of the responses. ONEcount should pre-populate the box with the response. Multiple responses can be defined for a single question.
136 136  
... ... @@ -140,14 +140,13 @@
140 140  
141 141  If you are creating purely a demographic segment, hit "Save" and ONEcount will save your segment.
142 142  
143 -**~*~*NOTE: **E-mail is a special demographic field. Since demographic fields are part of a user's profile, a user who is unknown would not have any demographic information in the database. Therefore, when you select a demographic field as part of a segment definition, you are normally telling ONEcount you want known users included in this segment. ONEcount handles e-mail slightly differently. If you specify all users who have no e-mail address (ie., select e-mail but leave the Search Text box blank), ONEcount will automatically include unknown users in this segment. This is because a user who is unknown has no e-mail address. For further details, please see the Segment Impact Matrix below.
88 +\\
144 144  
145 -
146 146  **3. IP Address Tab:**
147 147  
148 148  The IP address-based segment can be created and targeted by providing the intended IP addresses here. There is no limit on number of IP addresses that can be added here.
149 149  
150 -=== ===
94 +=== ===
151 151  
152 152  {{id name="CreateAccountSegment"/}}
153 153  
... ... @@ -169,6 +169,7 @@
169 169  
170 170  If you are creating purely a IP Address based segment, hit "Save" and ONEcount will save your segment.
171 171  
116 +\\
172 172  
173 173  4. **Behavior Tab:**
174 174  
... ... @@ -175,15 +175,16 @@
175 175  If you would like to add behavioral characteristics to your segment (ie., Pediatricians who live in Arizona and have read at least two articles on pain), click on the Behavior tab.
176 176  
177 177  (((
178 -
123 +\\
179 179  )))
180 180  
181 -=== ===
126 +=== ===
182 182  
183 -{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT
128 +{{id name="CreateBehaviorSegment"/}}CREATE A BEHAVIOR-BASED SEGMENT\\
184 184  
185 185  [[image:attach:image2021-10-25_16-35-1.png||width="794"]]
186 186  
132 +\\
187 187  
188 188  To define behavioral characteristics of your segment, choose a behavior type from the Category pull-down. The sub-category pull-down will change depending on the Category that was chosen. For the target, you can enter keywords in the Target box if the value(s) are free text.
189 189  
... ... @@ -191,10 +191,8 @@
191 191  
192 192  You can add multiple values to a single behavioral target; they will be "OR" values, meaning the segment will be true if any of the values is present.
193 193  
194 -Define the frequency of the action in the Frequency box. This means how many times within the given date range this event has happened, and enter a date range for the given event.
140 +Define the frequency of the action in the Frequency box. This means how many times within the given date range this event has happened, and enter a date range for the given event.
195 195  
196 -**Date Range**: If 'Past,' the maximum allowed range is 3 months.  If 'Custom,' you can specify a start and end date.  If 'Future' option, allows to set a date range into the future (Currently, only the 'Package Transaction' Category has 'Future' option).  By not entering a value (or simply 0), the segment cannot be processed for that event.
197 -
198 198  If you add multiple behavioral criteria to your segment (hit Add) to add more behavioral criteria, be sure to define whether this criteria is AND/OR, meaning, whether this segment will match when both criteria are met (AND), or when either of the criteria is met (OR).
199 199  
200 200  There is a wide range of behavioral criteria that can be used for behavioral segments:
... ... @@ -205,8 +205,6 @@
205 205  
206 206  **Email**: Users are selected based on the emails (from your ONEcount-integrated ESP or ONEmail) that the user has engaged with. The sub-category for Email is Opened or Clicked. Target is the name or subject of the e-mail campaign.
207 207  
208 -**Engagement Metric: **Users are selected based on the Engagement Metrics they have registered, such as webinar attendance, whitepaper downloads, etc. Please note that only SELECT and NUMERIC metrics appear here.
209 -
210 210  **Form**: Users are selected based on the ONEcount form they have engaged with. The sub-category for Form is Completed. Target is the name of the form.
211 211  
212 212  **Package Transaction**: Users are selected based on the ONEcount package transaction they have executed. The sub-categories for Package Transaction are Subscribed/Purchased, Currently Subscribed, Not Subscribed, Expired, Will Expire, Unsubscribed. The Target is the name of the package. The selected date range will query on Request Date (Not Transaction Date).
... ... @@ -215,217 +215,22 @@
215 215  
216 216  **Source Code**: Users are selected based on the source code for any transaction they have executed within ONEcount. The sub-category is Selected. The target is the specific source codes that are used. Possible options are the source codes defined in the Source Code manager under the Inventory section of ONEcount.
217 217  
218 -**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed At Least. The target is a URL or URL fragment. When entering the URL, do not include the protocol (http:~/~/ or https:~/~/).
160 +**Web**: Users are selected based on the web URLs that they have visited. The sub-category is Viewed. The target is a URL or URL fragment.
219 219  
220 -
221 -[[image:attach:web-behavior-2.png||width="800"]]
222 -
223 -
224 -**~*~**IMPORTANT NOTE: **When you type a URL into the URL box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
225 -
226 -[[image:attach:add-url.png||height="121"]]
227 -
228 -
229 229  **Product Transaction**: Users are selected based on products that they have purchased. The sub-categories are Subscribed/Purchased, Currently Subscribed, Not Subscribed and Unsubscribed. The target is the product name. The selected date range will query on Request Date (Not Transaction Date).
230 230  
231 231  **Product Attribute**: Users are selected based on specific attributes of the products they have purchased. The sub-categories are the attributes (ie., category, type, state, etc.) The target is the value of that attribute (ie., blue, edible, New York, etc.) If the sub-category is a multiple-choice list, then your target must be the name of one of those elements of the list. If the sub-category is a free text field, you can enter any value in the target box.
232 232  
166 +**Quiz: **Users are selected based on whether the quiz is completed. It has only one subcategory 'completed'. You can enter the target in the text box.
167 +
233 233  **Geo: **Users are selected based on specific geographic location from anywhere in the world. The sub-category is 'coordinate'. When this geo category is selected, the world map is popped up and you can select any region on that map, where you want to target your users. Once, the selection of region is made, you will see the corresponding geographic coordinates are added to the target field. This geo-based targeting is one of the important functionalities introduced recently. Like other behavior categories, geo can also be added any number of times along with any other rules, by using ‘Add’ button on the screen as per your requirements. 
234 234  
235 -**Referrer**: You can specify URL(s) that serve as a starting point, for an action to be triggered on the target domain (specified in the 'Action' tab). Multiple URLs can be entered in the URL field.  The URL is a web address - either its domain (www.Domain.com) or subdomain (.com).  The 'Action' field has two choices and is used to indicate if the URL values are to be considered as given (you choose 'IS'), or contains a part of it (you choose 'CONTAINS'). The Referrer URL can essentially be used to execute actions defined in the 'Action' tab.  This helps in targeting users specified by the Referrer.  For instance, if you put in '.com' in the URL field, and the target header (Action tab) had 'www.testMe.com' with 'Popup' as the Action Type, what happens is that if the user is currently visiting a webpage that contains '.com' in its URL, then clicks a link that takes them to 'www.Domain.com/testMe.html' the specified popup will show on the Target Domain. 
236 -
237 -**~*~**IMPORTANT NOTE: **When you type a URL into the URL box box for Referrer, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing the URL, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the URL you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the URL field will be blank and your segment may not work correctly.
238 -
239 -[[image:attach:add-url.png||height="121"]]
240 -
241 241  Once you have defined your Behavioral criteria for your segment and you do not wish to add any other rules/action, be sure to **HIT SAVE.**
242 242  
243 243  **Note: There can be only one rule for each criteria like web, banner. If you have multiple target values all of them can be added into 1 rule by adding multiple values into target box.**
244 244  
245 -ONEcount uses specific logic for demographic and behavioral-based criteria. If you select any demographic field as part of your segment (other than e-mail, which is a special case), ONEcount will only select known users has part of the segment. This is because an unknown user has not been matched to a profile, and therefore ONEcount has no way of knowing the user's response to that demographic question. Put another way, if you include State is Alabama in your segment criteria, ONEcount will exclude all unknown users because there is no way for ONEcount to know the state of an unknown user.
174 +\\
246 246  
247 -The following Segment Impact Matrix illustrates the types of users who can be selected with each demographic and behavioral criteria:
248 -
249 -(% class="wrapped" %)
250 -|(((
251 -**DEMOS**
252 -)))|(((
253 -**VALUE**
254 -)))|(((
255 -**Selects (KNOWN/UNKNOWN/BOTH)**
256 -)))
257 -|(((
258 -Any demo
259 -)))|(((
260 -ANY VALUE
261 -)))|(((
262 -KNOWN
263 -)))
264 -|(((
265 -E-mail DEMO
266 -)))|(((
267 -IS BLANK
268 -)))|(((
269 -BOTH
270 -)))
271 -|(((
272 -
273 -)))|(((
274 -IS NOT BLANK
275 -)))|(((
276 -KNOWN
277 -)))
278 -|(% colspan="1" %)(% colspan="1" %)
279 -(((
280 -
281 -)))|(% colspan="1" %)(% colspan="1" %)
282 -(((
283 -
284 -)))|(% colspan="1" %)(% colspan="1" %)
285 -(((
286 -
287 -)))
288 -|(((
289 -**BEHAVIOR**
290 -)))|(((
291 -**VALUE**
292 -)))|(((
293 -**Selects (KNOWN/UNKNOWN/BOTH)**
294 -)))
295 -|(((
296 -Banner
297 -)))|(((
298 -Clicked/Viewed
299 -)))|(((
300 -BOTH
301 -)))
302 -|(((
303 -Content
304 -)))|(((
305 -Viewed
306 -)))|(((
307 -BOTH
308 -)))
309 -|(((
310 -EMAIL
311 -)))|(((
312 -Opened
313 -)))|(((
314 -KNOWN
315 -)))
316 -|(((
317 -
318 -)))|(((
319 -Clicked/Viewed
320 -)))|(((
321 -KNOWN
322 -)))
323 -|(((
324 -
325 -)))|(((
326 -Not clicked
327 -)))|(((
328 -KNOWN
329 -)))
330 -|(((
331 -Form
332 -)))|(((
333 -Completed
334 -)))|(((
335 -KNOWN
336 -)))
337 -|(((
338 -
339 -)))|(((
340 -Abandoned
341 -)))|(((
342 -BOTH
343 -)))
344 -|(((
345 -Package Status
346 -)))|(((
347 -
348 -)))|(((
349 -KNOWN
350 -)))
351 -|(((
352 -Package Transaction
353 -)))|(((
354 -
355 -)))|(((
356 -KNOWN
357 -)))
358 -|(((
359 -Source Code
360 -)))|(((
361 -Selected
362 -)))|(((
363 -KNOWN
364 -)))
365 -|(((
366 -Web
367 -)))|(((
368 -Viewed
369 -)))|(((
370 -BOTH
371 -)))
372 -|(((
373 -Product Transaction
374 -)))|(((
375 -Subscribed
376 -)))|(((
377 -KNOWN
378 -)))
379 -|(((
380 -
381 -)))|(((
382 -Currently Subscribed
383 -)))|(((
384 -KNOWN
385 -)))
386 -|(((
387 -
388 -)))|(((
389 -Not Subscribed
390 -)))|(((
391 -BOTH
392 -)))
393 -|(((
394 -
395 -)))|(((
396 -Unsubscribed
397 -)))|(((
398 -KNOWN
399 -)))
400 -|(((
401 -GEO
402 -)))|(((
403 -IS IN
404 -)))|(((
405 -BOTH
406 -)))
407 -|(((
408 -Engagement Metric
409 -)))|(((
410 -
411 -)))|(((
412 -KNOWN
413 -)))
414 -|(% colspan="1" %)(% colspan="1" %)
415 -(((
416 -Referrer
417 -)))|(% colspan="1" %)(% colspan="1" %)
418 -(((
419 -IS/CONTAINS
420 -)))|(% colspan="1" %)(% colspan="1" %)
421 -(((
422 -BOTH
423 -)))
424 -
425 -
426 -**~*~*NOTE: **Selecting "Only Unknown" on the first panel of the segment will cause any of the above options to be limited to unknowns. For example, e-mail is blank would return only unknowns, viewing a web page would be only unknowns, etc.
427 -
428 -
429 429  **5. Action tab: **
430 430  
431 431  Any action to be associated for segment targeting is defined in this tab.
... ... @@ -434,16 +434,13 @@
434 434  
435 435   [[image:attach:image2021-10-25_16-59-19.png||width="794"]]
436 436  
437 -== ==
184 +== ==
438 438  
439 439  {{id name="CreateAction"/}}ADD AN ACTIONGo to the Action tab of create/edit segment. This is where you define the action to be taken for a segment, e.g. a website pop-up or ad targeting. Types of available Actions include: Pop-Up, Redirect, Ad Target, Email, Social Target, Subscribe to a Product, Unsubscribe to a Product, Subscribe to a Package, Unsubscribe to a Package, Add to Segment, Remove from Segment. Any action can be selected from action type dropdown.
440 440  
441 -Please Note: the 'Referrer' Category from the Behavior tab can be used to execute the 'Action Type' defined here.  Please read about this Category in the 'Create a Behavior-based Segment' section.
188 +===
189 + ===
442 442  
443 -=== ===
444 -
445 -=== ===
446 -
447 447  {{id name="CreateAdAction"/}}
448 448  
449 449  === **ADD AN AD ACTION** ===
... ... @@ -450,7 +450,7 @@
450 450  
451 451  Here, we are defining an Ad Target. This will allow ONEcount to tell Google Ad Manager (DFP) what ad to target when a specific user is on your web site. The specific users will be defined in the Segment that you link to this target.
452 452  
453 -In the screen below, you'll see the options for an Ad Target. The first three options are Target Domain and Target Content, Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
197 +In the screen below, you'll see the options for an Ad Target. The first three options are Target Domain and Target Content, Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
454 454  
455 455  In content-based targeting, you define a specific page or web site section (or a whole site) to be targeted with a banner or banner campaign. In effect you are saying, whenever someone comes to this section or this web site, show them this banner.
456 456  
... ... @@ -462,16 +462,14 @@
462 462  
463 463  For example, say we have a pediatrician who we want to target with an ad for a skin medicine on our dermatology site, but an ad for a different drug when he visits a site on diabetes.
464 464  
209 +\\
465 465  
466 466   [[image:attach:image2021-10-25_17-16-33.png||width="794"]]
467 467  
213 +\\
468 468  
469 469  The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites.
470 470  
471 -**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
472 -
473 -[[image:attach:add-url.png||height="121"]]
474 -
475 475  The last property is the Key/Value pair that you will use to tell Google Ad Manager which banners or Line Items to target at this user. Consult for Google Ad Manager documentation on Key/value pair targeting. You may specify more than one Key/Value pair for this target. This allows Google Ad Manager or DFP to decide which banners to show.
476 476  
477 477  * In Revive/OpenX, these variables are created under Inventory > Banner > Delivery Options > Add Delivery Limitation > Site-Variable > Add > enter Key and Value variables. These variables are of your choosing and can be text or num
... ... @@ -480,10 +480,9 @@
480 480  
481 481  NOTE: Prioritization of banners is done in Google Ad Manager (or DFP) based on rules you configure in GAM.
482 482  
483 -=== ===
225 +===
226 + ===
484 484  
485 -=== ===
486 -
487 487  {{id name="CreatePopupAction"/}}
488 488  
489 489  === ADD A POP-UP ACTION ===
... ... @@ -492,7 +492,7 @@
492 492  
493 493  Choose Pop-Up from the Action Type pull-down.
494 494  
495 -The next three options are Target Domain, Target Content and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
236 +The next three options are Target Domain, Target Content and Section. These are used to// limit// the scope of this action, not to define it. It's important to understand the difference.
496 496  
497 497  In content-based targeting, you define a specific page or web site section (or a whole site) to be targeted with a pop-up. In effect you are saying, whenever someone comes to this section or this web site, show them this pop-up.
498 498  
... ... @@ -504,15 +504,14 @@
504 504  
505 505  For example, say we have a pediatrician who we want to target with a pop-up for a skin medicine on our dermatology site, but a pop-up for a conference when he visits our site on diabetes.
506 506  
507 -The Target Domain and Section parameters are only required if you want to limit the pop-up If you leave them blank, the user will be targeted across all your web sites.
248 +The Target Domain and Section parameters are only required if you want to limit the banner. If you leave them blank, the user will be targeted across all your web sites.
508 508  
250 +\\
509 509  
510 - [[image:attach:Action-Tab.png||width="600"]]
252 + [[image:attach:image2021-10-25_17-54-54.png||height="250"]]
511 511  
512 -**~*~**IMPORTANT NOTE: **When you type a Target Domain or Section into the appropriate box, you will see an option beneath asking if you want to Add the text you are typing to the box. After you are done typing, you must hit 'Enter' to confirm that you want to add the text you just typed into the box. You will see the Domain or Section you typed appear in the box in blue (as seen above). If you do not hit 'Enter' and just click the Save button, the Domain and Section fields will be blank and your segment may not work correctly.
254 +\\
513 513  
514 -[[image:attach:add-url.png||height="121"]]
515 -
516 516  Next we determine the priority of this pop-up relative to other pop-ups that may be targeted at this segment. It's possible that a user is in multiple segments and may be subject to multiple pop-ups. This setting will help ONEcount determine how important this pop-up is relative to other marketing efforts.
517 517  
518 518  Frequency allows you determine how frequently this pop-up will appear to this user. Options include once, always (on every page load), daily (once per day), weekly, bi-weekly, monthly, or annually.
... ... @@ -521,6 +521,7 @@
521 521  
522 522  Review your Action details and finally click Save to save it.
523 523  
264 +\\
524 524  
525 525  (% style="margin-left: 30.0px;" %)
526 526  === **ADD A SOCIAL TARGET ACTION** ===
... ... @@ -537,6 +537,7 @@
537 537  
538 538  [[https:~~/~~/www.linkedin.com/help/linkedin/topics/6400/6401/112188>>url:https://www.linkedin.com/help/linkedin/topics/6400/6401/112188||shape="rect"]]
539 539  
281 +\\
540 540  
541 541  Choose Social Target from the list of Type of Action.  You can select multiple social platforms in a single action as shown in below screenshot.  Enter URL of target in Target URL field; this is the URL you want users to go to when they click on the ad in the social platform. ONEcount will generate a unique URL for each social platform.
542 542  
... ... @@ -544,15 +544,18 @@
544 544  
545 545  [[image:attach:Screen Shot 2021-11-17 at 18.36.23.png||height="250"]]
546 546  
289 +\\
547 547  
548 548  To get the URLs for pasting into the social system, go to your Segment List and expand the segment. The URLs will be shown. Simply click on the clip-board to the right and the URL will be copied to your browser's clipboard.
549 549  
293 +\\
550 550  
551 551  [[image:attach:Screen Shot 2021-11-17 at 18.48.18.png||width="800"]]
552 552  
297 +\\
553 553  
554 554  (% style="margin-left: 30.0px;" %)
555 -=== ===
300 +=== ===
556 556  
557 557  {{id name="CreateRedirectAction"/}}
558 558  
... ... @@ -565,12 +565,14 @@
565 565  
566 566  As with pop-up and ad targeting, the Target Domain and Section parameters are optional.
567 567  
313 +\\
568 568  
569 569   [[image:attach:image2021-10-25_18-2-56.png||height="250"]]
570 570  
317 +\\
571 571  
572 572  (% style="margin-left: 30.0px;" %)
573 -=== ===
320 +=== ===
574 574  
575 575  {{id name="CreateEmailAction"/}}
576 576  
... ... @@ -580,33 +580,49 @@
580 580  (% style="margin-left: 30.0px;" %)
581 581  To send a transactional e-mail to a user, choose Email from the Action Type  pull-down.
582 582  
330 +(% style="margin-left: 30.0px;" %)
331 +\\
583 583  
584 584  (% style="margin-left: 30.0px;" %)
585 585  [[image:attach:image2021-10-25_18-6-13.png||width="794"]]
586 586  
336 +(% style="margin-left: 30.0px;" %)
337 +\\
587 587  
588 588   When an email action is in effect, the email will be sent to the specified target segment on the designated domains and sections at the set frequency and priority level.
589 589  
341 +\\
590 590  
591 591  If you wish to cancel the changes, click the "Cancel" button to go to the segment listing page.
592 592  
345 +\\
593 593  
594 -== ==
347 +==
348 + ==
595 595  
596 -== ==
597 -
598 598  {{id name="CreateTarget"/}}
599 599  
352 +\\
600 600  
354 +\\
601 601  
356 +\\
602 602  
358 +\\
603 603  
360 +\\
604 604  
362 +\\
605 605  
364 +\\
606 606  
366 +\\
607 607  
368 +\\
608 608  
370 +\\
609 609  
372 +\\
610 610  
611 611  
612 612  
... ... @@ -615,21 +615,29 @@
615 615  
616 616  {{layout-cell}}
617 617  {{panel title="Search All Documentation:"}}
381 +
382 +
618 618  {{livesearch/}}
619 619  {{/panel}}
620 620  
621 621  {{panel title="Search USER OPERATIONS Documentation:"}}
387 +
388 +
622 622  {{pagetreesearch rootPage="User Operations - Managing Your Data"/}}
623 623  {{/panel}}
624 624  
625 625  {{panel title="On this page:"}}
393 +
394 +
626 626  {{toc/}}
627 627  {{/panel}}
628 628  
629 629  {{panel title="More USER OPERATIONS Documentation"}}
630 -{{expand title="Click here to expand..."}}
631 - **Add Users**
399 +{{expand}}
400 + **Add Users
401 +**
632 632  
403 +(% style="margin-left: 60.0px;" %)
633 633  
634 634  
635 635  (% style="margin-left: 60.0px;" %)
... ... @@ -638,6 +638,7 @@
638 638  (% style="margin-left: 60.0px;" %)
639 639  [[doc:Pre-Import Checklist]]
640 640  
412 +(% style="margin-left: 60.0px;" %)
641 641  
642 642  
643 643  (% style="margin-left: 60.0px;" %)
... ... @@ -674,19 +674,26 @@
674 674  **Target Audience Segments**
675 675  
676 676  (% style="margin-left: 60.0px;" %)
677 -(% style="color:#003366" %)
449 +(% style="color: rgb(0,51,102);" %) __
450 +__
678 678  
452 +\\
679 679  
680 -
454 +\\
681 681  {{/expand}}
682 682  {{/panel}}
683 683  
458 +\\
684 684  
460 +\\
685 685  
462 +\\
686 686  
464 +\\
687 687  
466 +\\
688 688  
689 -
468 +\\
690 690  {{/layout-cell}}
691 691  {{/layout-section}}
692 692  {{/layout}}
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